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Financial Adviser -Building Society Based

Posted 5 January by Resource Matters Ended

The Company

A leading mutual building society enjoys a productive relationship with their financial services arm on the high street. Driven by strong customer and employee engagement, the focus on the role is to offer an excellent service to clients and colleagues alike. Thought the last decade of changes, this client has maintained a strong foothold in the regulated FS market and seek a further Financial Adviser

The Role

Offering advice of investment retirement and inheritance tax planning, our client’s advisers offer a face to face and restricted advice model,As a Financial Adviser; you’ll develop relationships with customers, ensuring they receive the highest levels of service and provide them with solutions

To succeed, you’ll need experience of not just building a customer base, but also of managing valued existing customer relationships. Your extensive experience of the financial services industry and detailed regulatory knowledge will ensure you’re able to offer an expert, personalised service for our customers’ life ahead.

You will receive quality referrals thanks to the close relationship with branch colleagues and the head office. You’ll need to demonstrate a commercial focus that leads to outcomes that are right for our customers whilst applying clear risk management and quality controls.

Candidate Essential Criteria

You must be level 4 Diploma qualified and hold a current Statement of Professional Standing Certificate. You must also have previously held Competent Adviser Status within the last 36 months and been working in an advising capacity.

The Rewards

In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following:

  • Competitive Basic Salary

  • Bonus Scheme

  • Car Allowance

  • 25 days holiday, growing to 30 days

  • Pension and life scheme plus other employee benefits

Reference: 33852450

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